Vesta Financialcare
Vesta Financialcare (CRD# 141804) is a financial advisory firm headquartered in Philadelphia, PA. They manage $32,637,225 in 66 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management33MILLION
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Total Number of Accounts66ACCOUNTS
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Average Account Value$494,503
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Vesta Financialcare
1
Winfield Akeley (CRD# 5302011) is an Investment Advisor Representative working at Vesta Financialcare in Philadelphia, PA and has over 16 years of experience in the finance industry.
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